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Client Manager – Senior Client Manager
Nava Benefits. Manage a portfolio of New York large group employer clients (100–2000 lives), serving as their trusted advisor and proactively addressing needs throughout the plan year .
About the role
Key responsibilities & impact- Manage a portfolio of New York large group employer clients (100–2000 lives), serving as their trusted advisor and proactively addressing needs throughout the plan year
- Lead annual service plan execution including renewals, open enrollment, compliance support, vendor deployment, and member education
- Design creative, consultative benefit solutions based on strong knowledge of the New York market, alternative funding arrangements, carriers, and products
- Develop and deliver materials such as renewal presentations, financial reporting, budget reviews, and education sessions for clients and members
- Collaborate with internal teams and vendor partners to streamline day-to-day servicing, ensure exceptional delivery, and strengthen Nava’s client success capabilities
- Foster executive-level relationships with client leaders and create superfan clients by consistently delivering novel benefit solutions
Requirements
What you’ll need- Bachelor's Degree in a business-related field and/or equivalent education
- 7-15 years of employee benefits experience with a brokerage
- A minimum of 5+ years of recent experience independently managing accounts with minimal guidance or AE/Consultant support
- Recent experience supporting: New York large employer groups (100-2,000 lives)
- Strong knowledge of large group plans and products
- Strong knowledge of financial arrangements and health products including fully insured, level & self-funded, captives
- Health Insurance License required
- Strong Excel, PowerPoint, Google suite, written and communication skills
- Comfortable public speaking, including presenting renewal information, financials and open enrollment meetings and webinar recordings
Benefits
Comp & perks- Website LinkedIn All Job Openings 51 - 200 employees Founded 2019 👥 HR Tech 🤝 B2B ☁️ SaaS 🔥 Funding within the last year 💰 $30M Series C - Nava on 2025-10 HR Tech
- B2B
- SaaS Nava Benefits is a modern employee benefits broker that pairs elite benefits advisors with an AI-powered SaaS platform (HQ) to simplify benefits administration, streamline renewals, and provide 24/7 support to employees and their families. The company helps HR teams save time, lower healthcare costs, centralize benefits documents, run audits and benchmarking, and offer AI-driven, self-serve member support and plan decision tools. Nava emphasizes alternative health plan strategies (self-funding, PBMs, captives) and positions itself as a tech-enabled extension of HR.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
employee benefitsaccount managementfinancial arrangementshealth productslarge group plansvendor deploymentcompliance supportconsultative benefit solutionspublic speakingpresentation skills
Soft Skills
trusted advisorcollaborationrelationship buildingcommunicationcreativityproblem-solvingclient successeducation deliveryorganizational skillsleadership
Certifications
Bachelor's DegreeHealth Insurance License